BTIS

BB&T Investment Services Portfolio holdings

AUM $595M
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$15.1M
3
+$14M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.46M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.93M

Top Sells

1
+$2.39M
2
+$1.67M
3
+$1.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$721K
5
AAPL icon
Apple
AAPL
+$466K

Sector Composition

1 Healthcare 8.14%
2 Consumer Staples 7.76%
3 Financials 5.23%
4 Technology 5.05%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$1K ﹤0.01%
33
1002
$1K ﹤0.01%
+46
1003
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1004
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34
1005
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12
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1006
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1007
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1008
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1009
$1K ﹤0.01%
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1010
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1011
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6
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1012
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70
+33
1016
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1022
$1K ﹤0.01%
25
-468
1023
$1K ﹤0.01%
+65
1024
$1K ﹤0.01%
+3
1025
$1K ﹤0.01%
+2
39 40
41
42 43